Great Point Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Great Point Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,714,608
-4.7%
110,653
-2.4%
1.11%
-4.9%
Q2 2023$3,897,303
+0.4%
113,360
-0.3%
1.17%
-4.8%
Q1 2023$3,880,227
+3.4%
113,690
-0.2%
1.23%
-2.2%
Q4 2022$3,752,879
+6.2%
113,862
-0.0%
1.26%
-4.6%
Q3 2022$3,535,000
-11.4%
113,895
-0.7%
1.32%
-6.7%
Q2 2022$3,988,000
-33.4%
114,711
-26.0%
1.41%
-24.3%
Q1 2022$5,990,000
-8.8%
155,023
-2.1%
1.87%
-7.3%
Q4 2021$6,568,000
-3.8%
158,294
-1.4%
2.01%
-14.2%
Q3 2021$6,827,000
-6.7%
160,520
-0.2%
2.35%
-8.1%
Q2 2021$7,319,000
-30.8%
160,857
-33.5%
2.55%
-36.9%
Q1 2021$10,584,000
+18.6%
241,745
+14.2%
4.05%
+5.7%
Q4 2020$8,921,000
+32.1%
211,619
+4.9%
3.83%
+9.9%
Q3 2020$6,752,0000.0%201,8090.0%3.48%0.0%
Q2 2020$6,752,000
+24.2%
201,809
+5.6%
3.48%
-23.3%
Q1 2020$5,437,000
-30.8%
191,060
-8.6%
4.54%
-6.5%
Q4 2019$7,857,000
+29.3%
209,044
+17.9%
4.86%
+17.4%
Q3 2019$6,076,000
+9.9%
177,262
+14.7%
4.14%
-7.3%
Q2 2019$5,530,000
+9.3%
154,530
+9.2%
4.47%
+4.0%
Q1 2019$5,060,000
+21.1%
141,515
+9.6%
4.30%
+8.7%
Q4 2018$4,177,000129,0963.95%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders